Financial Administration › Financial Management Default Options › Maintain Financial Management Defaults

Maintain Financial Management Defaults

You can set up system-level defaults for processing financial transactions or for financially enabling new investments.

1. Navigate to financial defaults.

   The Financial Management Defaults page appears.

2. From the File Maintenance section, set defaults for the following:

   Entity

   Defines a default entity.

   Location

   Defines the default location.

   Department

   Defines the default department.

   Investment Class

   Defines the default investment class.

   WIP Class

   Defines the default work-in process class.

   Company Class

   Defines the default company class.

   Remit to Location

   Defines the default location to remit bills to.

   Batch Cycle

   Defines the default batch cycle.

3. Save the changes.

More information:

Financial Management Default Options